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April 15, 2023
Question

Hey QuickBooks Community, How can i transfer primary admin roles from one user to another?

  • April 15, 2023
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1 reply

April 15, 2023

Hello there, @szirabamuzale. I can help transfer the primary admin roles to another user.

 

The primary admin is the main user with access to every part of the QuickBooks account. This user type has the highest level permissions.

 

We can transfer the primary admin role to an existing QuickBooks user. Or, if the person isn’t a QuickBooks user yet, you can add them as a new user. Then, transfer the primary admin role to them after they’re added.

 

To get started, sign in as the primary admin so you can transfer the role. Then, follow these steps:

 

  1. Sign in to QuickBooks Online as the current primary admin.
  2. Go to the Gear icon, then select Manage Users.
  3. Find the user you want to make the primary admin.
  4. In the Role column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
  5. Select the small arrow in the Action section. Then, click Make primary admin.
  6. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and select Continue.
  7. Select Make primary admin again to confirm the change.
  8. Sign out of QuickBooks.

 

When the user gets the invitation email, ask them to select the link and accept the invitation as the primary admin.

 

I've added this link about tracking and checking the current company's financials: Run reports in QuickBooks Online.

 

Let me know if you have other questions about user roles in QuickBooks. I'm always here to help. Take care.